Datadog Inc (BSP:D1DG34)
R$ 121.17 -5.35 (-4.23%) Market Cap: 431.32 Bil Enterprise Value: 412.26 Bil PE Ratio: 471.24 PB Ratio: 19.37 GF Score: 73/100

Datadog Inc at UBS Global Technology and AI Conference Transcript

Dec 02, 2025 / 07:15PM GMT
Release Date Price: R$83.55 (-1.58%)
Unidentified Participant

Okay. Great. David, Wonderful to have you back to the UBS Tech Conference in Scottsdale. It was nice to see out on the course. David played well as I did miraculously, so we had fun outside of the venue here.

David Obstler
Datadog Inc - Chief Financial Officer

Thanks for having us. It's a beautiful -- yesterday, it was a beautiful day.

Unidentified Participant

Gorgeous wasn't it? And I hope you guys had a little fun playing with [Sergio] for those that did.

Questions & Answers

Unidentified Participant

So David, maybe we'll start, like there were -- there are a number of things about your recent quarter that were really strong. Your court did better. Your AI native breadth widened out a little bit. You renewed that big contract. So a lot of good things to talk about. So let's take those in order.

I think one of the things that stood out to me was the strength in the core. So exiting out all the AI natives, the core accelerated. Can you add a little bit

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